株式市場ニュース
最新の金融ニュース · 更新 7月 11, 2026
SAVE法案が重要な理由
Why The SAVE Act Matters
The panel consensus is that the SAVE Act introduces significant political and implementation risks, with potential market impacts including litigation-driven …
米国軍、ホルムズ海峡で確認された機雷はゼロとNBCに当局者が証言
US Military Hasn't Identified A Single Confirmed Mine In Strait Of Hormuz, Officials Tell NBC
Despite initial reports, no confirmed mines have been found in the Strait of Hormuz, calling into question the basis for …
XPLR インフラは 42% 上昇。投資家がさらに 450 万ドルを追加した理由
XPLR Infrastructure Is Up 42%. Here's Why One Investor Added $4.5 Million More
Panelists are bearish on XIFR due to high financing costs, rate sensitivity, and reliance on future project execution for growth. …
これが、市場が明日クラッシュした場合に購入したい人工知能（AI）株です
This Is the Artificial Intelligence (AI) Stock I'd Buy if the Market Crashed Tomorrow
The panel consensus is bearish on TSMC, with key risks including geopolitical instability, customer concentration, and potential margin compression due …
NextDecade 株は市場に後れを取っているが、なぜある投資家はさらに多く購入したのか？
NextDecade Stock Has Lagged the Market, so Why Did One Investor Buy Up More?
The panel is largely bearish on NEXT, citing zero LTM revenue, massive TTM losses, and significant execution risk in completing …
今、市場で最も誤解されているテクノロジー株だと思います――そして、まさにその理由で私は購入しています
I Think This Is the Most Misunderstood Tech Stock on the Market Right Now -- and That's Exactly Why I'm Buying
IBM's B2B focus and historical adaptability are questionable in today's high-margin cloud and AI landscape, with revenue growth stagnation and …
ウォール街のベテランがマイクロストラテジーに厳しい警告を発する
Wall Street veteran issues stark warning on MicroStrategy
The panel consensus is bearish on MicroStrategy's current capital structure and Bitcoin-funded cash burn strategy. The key risk is a …
AI データセンターへの反対が全土で激化。この原子力スタートアップは完璧なソリューションを持っているかもしれない。
Opposition to AI Data Centers Is Exploding Across the Country. This Nuclear Start-up Might Have the Perfect Solution.
The panel is bearish on Oklo's co-located SMR data-center concept, citing regulatory hurdles, scale economics, operational risks, and potential architectural …
XRP は次のビットコインになるか？
Could XRP Be the Next Bitcoin?
The panel consensus is bearish on XRP's long-term prospects, citing regulatory risks, competition from stablecoins, and the potential cannibalization of …
Fortinet vs. CrowdStrike: 売上トレンドを比較して投資家が知るべきこと
Fortinet vs. CrowdStrike: What Comparing Revenue Trends Tells Investors
The panel consensus is that while CrowdStrike's sequential revenue growth is impressive, Fortinet's higher profitability and cash flow generation make …
Zscaler株は株価が急落した後、買いでしょうか？
Is Zscaler Stock a Buy After Its Share Price Plummets?
Zscaler's decelerating core ARR growth (ex-Red Canary) and sales leadership churn are significant concerns, despite strong net dollar retention and …
モスクワ、タリバンとの軍事パートナーシップを締結 CIAのオペレーション・サイクロン以来の完全な円環
Moscow Signs Military Partnership With Taliban In Full Circle Since CIA's Operation Cyclone
The panel generally agrees that Russia's military-technical pact with the Taliban is more about diplomatic pressure and securing influence in …